Edward Jones - Financial Advisor: Scarlett Pan, CFP®

Based in Vancouver, I have provided financial advice to some of the most demanding investors at Edward Jones since 2005. I work with my team on business owners and immigrants, ensuring we meet their financial needs as they come. As such, we have a process that works through from needs assessment to tailored solutions that help attain our clients' financial goals. While at BCIT, I achieved the Certified Financial Planner (CFP(r)) designation in 2014. Financial planning is my calling. This designation helps us meet specific financial goals and dreams. I focus on what is essential for our clients to achieve their financial goals. I listen and pay attention to detail. In 2015, I became an Edward Jones Limited Partner. I have utilized this role to help manage a team that delivers excellent customer service to serious investors. Thanks to the firm's commitment to volunteering, I have actively engaged in volunteer leadership roles that enable me to mentor young advisors and share strategies that change our clients' lives. Edward Jones has allowed me to take advantage of my years of experience, diverse skills, and cultural insights and perspectives to provide excellent service to our clients. The financial advisory sector is changing fast, and in 2017, I moved up to a regional Western Canada support role. In this role, my goal is to inspire and motivated female and diverse financial advisors. I also actively volunteer with my local church, charities, and community organizations. In the Marpole Business Association, I also play a crucial role as a Board Member.

Scarlett is an undisputed financial advisor superstar, as it is clear from the vast amount of positive, commendatory testimonials she has gathered. Most of her clients find respite in her. Her personalized advice, uplifting, and approachable attitude attract them. The genuine interest she shows in them also sets her apart from the competition. In the reviews, she maintained great consistency because most clients highlighted her expert guidance and proactive, empathetic approach. The reviews favored Scarlett's insight and knowledge in the field as well as her role as an affable advisor who always makes time for you and regularly follows up with you. The most significant point most of her clients mentioned is her ability to make personal connections and being a great friend first before becoming a financial advisor. This nature enables her to offer personalized advice that meets the clients' financial needs, whether you are saving for retirement or investing your money. However, the only service-related criticism she faced was the demands from some of her clients, thus, her services being quick. These are a good strategy by Scarlett, and that earned her the title of one of the best financial advisors, after saving some feedback on personalized services. This has made her a very revolutionary and that she should never relent.